Winslow Financial was founded in 2005 as a strictly fee-based, independent Registered Investment Advisory firm specializing in assisting clients and their families thoughtfully plan and secure appropriate paths towards their goals. We excel at:
- Listening to understand
- Foreseeing, avoiding, and protecting clients from problems before they arise,
- Allinging solid investments with client risk tolerance, and
- Minimizing expenses.
Benefits to Your Business
We design customised, low cost, transparent 401(k) plans with better investment choices. We partner with trusted names in the financial services industry, including Fidelity and Principal. Independent and strictly fee-based translates into “your needs are our priority”. We engage your employees and encourage sound financial decisions so that they value their benefits.
We bring unmatched expertise in 401(k) benefits planning.
As the quarterback of the process, we will direct and coordinate the various 401(k) elements to work together and achieve your goals. Our clear communication to your employees will increase their engagement because they understand and value their benefits. They will appreciate your efforts and commitment towards their personal retirement goals.